AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.62M
3
+$3.57M
4
UNH icon
UnitedHealth
UNH
+$586K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$556K

Top Sells

1
+$11.4M
2
+$4.35M
3
+$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$35.1K 0.01%
923
527
$34.7K 0.01%
576
+17
528
$34.6K 0.01%
544
+312
529
$34.5K 0.01%
1,004
-48
530
$33.8K 0.01%
402
+1
531
$33.7K 0.01%
+3,000
532
$33.7K 0.01%
402
-135
533
$33.5K 0.01%
291
+1
534
$33.2K 0.01%
+1,000
535
$33.2K 0.01%
+642
536
$32.9K 0.01%
1,500
537
$32.4K 0.01%
312
-225
538
$32.1K 0.01%
5,786
539
$31.9K 0.01%
534
540
$31.7K 0.01%
85
541
$31.6K 0.01%
850
-32
542
$31.3K 0.01%
588
543
$31.2K 0.01%
468
544
$31.1K 0.01%
347
+2
545
$30.5K 0.01%
192
+1
546
$30.2K 0.01%
590
547
$30.1K 0.01%
1,788
548
$30.1K 0.01%
168
+3
549
$29.9K 0.01%
629
+2
550
$29.9K 0.01%
550
20 21
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